Emerson Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $8.82M | Buy |
79,956
+197
| +0.2% | +$21.7K | 1.67% | 20 |
|
|
2015
Q4 | $8.42M | Buy |
79,759
+34,140
| +75% | +$3.6M | 1.65% | 20 |
|
|
2015
Q3 | $4.92M | Buy |
45,619
+427
| +0.9% | +$46.1K | 0.98% | 46 |
|
|
2015
Q2 | $4.75M | Sell |
45,192
-29,197
| -39% | -$3.07M | 0.89% | 45 |
|
|
2015
Q1 | $8.06M | Sell |
74,389
-15,265
| -17% | -$1.65M | 1.47% | 23 |
|
|
2014
Q4 | $9.5M | Buy |
89,654
+63,457
| +242% | +$6.73M | 1.85% | 11 |
|
|
2014
Q3 | $2.71M | Buy |
+26,197
| New | +$2.71M | 0.54% | 66 |
|